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Our Multi-Boutique Platform

Where Specialisation Meets Experience

At Generali Investments* we gather the Generali Group’s primary investment companies through a multi-boutique platform, leveraging specialized skillsets to create and share enduring value with our clients both inside and outside the Group.

Years of experience

Assets under management

Asset managers and specialists

Countries covered

Specialized investment boutiques

Main distribution hub

*Source: Generali Investments Partners S.p.A. Società di gestione del risparmio. Data include AuM of Generali Investments Partners S.p.A. Società di gestione del risparmio, Generali Insurance Asset Management S.p.A. Società di gestione del risparmio, Generali Real Estate S.p.A., Generali Global Infrastructure, Lumyna Investments Limited, Sycomore Asset Management, Aperture Investors, LLC., Plenisfer Investments SGR and Generali Investments CEE  as at 30 June 2021.

Multi-boutique platform

The key to our multi-boutique platform can be found in the focus and quality of the capabilities shared with our clients. We only invest* in best-in-class, specialized boutiques that broaden our existing skillsets and strengthen the value we generate. Those we select are highly specialized firms, fully focused on specific asset classes or investment approaches in order to maximize long-term performance. Each boutique maintains full investment autonomy, while at the same time leverages the Generali Group’s inherent strengths in terms of scale, reach, capital and focus on client.

Generali Investments’ multi-boutique platform is part of the Generali Asset & Wealth Management Business Unit which gathers the Group’s companies operating in asset management and wealth management in one entity.

 

* The strategies do not guarantee capital gains and the invested capital may be lost.

Generali Investments Partners

Generali Investments Partners* is the Distribution hub, acting as lead multi channel, multi client, relationship manager of the offering of all the companies part of the multi-boutique.

The company also has in-house investment capabilities in fixed income, thematic equities and multi asset/balanced portfolios along with alternative asset classes, on top of a sound expertise in asset managers selection available through wide fund of funds range.

 

Focus: fixed income, thematic equity and multi-asset funds. Fund of funds public and private assets.

*The company full legal name is Generali Investments Partners S.p.A. Società di gestione del risparmio.

Top Management​

Generali Investments Partners

Governance and Legal Policies

Remuneration Policy Summary 2021 Generali Investments Partners SGR
14. Oktober 2021Policy
GIP ǀ Information Document
30. September 2021Information Document
Investor Rights Summary for Marshall Wace UCITS Funds PLC
31. August 2021PDF
GIP ǀ Information on the integration of sustainability in Remuneration
6. August 2021Remuneration
Engagement Policy - Generali Investments Partners
25. Juli 2021Policy
Report on Top 5 Trading Venues (GIP)
26. April 2021PDF
GIP Sustainability Policy and Adverse Sustainability Impact Statement
8. März 2021Sustainability Policy
GIP - Active Ownership Report 2020 - Annex I
26. Februar 2021Active Ownership
GIP - Active Ownership Report 2020 - Annex II
26. Februar 2021Active Ownership
Report on top 5 execution venues (GIP)
30. Juni 2020Execution Strategy
Report on top 5 execution venues (GIP) - quantitative section
30. Juni 2020Execution Strategy
Transmission policy
20. November 2018Policy
Code of conduct + annexes
30. Oktober 2018Code
GIP I Conflicts of Interest Policy
4. Oktober 2018Policy
Articles of association of Generali Investments Partners s.P.A. Società di gestione del risparmio
3. Oktober 2018Articles of Association

Aperture Investors

Unconstrained investment approach and a unique fee model aligning the Fund Manager incentives with client performance. Fixed income and equity funds.

Based in New York and registered with SEC, Aperture Investors* is a partnership between Generali Group and Mr Peter Kraus, former Chairman and CEO of AllianceBernstein. Aperture operates with an unconstrained investment approach and a unique fee model that aligns the company’s profitability with that of its clients. The company charges low, ETF-like fees when performance is at or below stated benchmarks. When and only when returns** are generated in excess of a strategy’s benchmark, Aperture Investors charges a performance-linked fee, and as such, investment teams are compensated primarily on outperformance.

*The company full legal name is Aperture Investors, LLC. 

*Investments involve risks. Past performance is not a reliable indicator of future performance and can be misleading. There can be no assurance that an investment objective will be achieved or that there will be a return on capital. You may not get back the amount initially invested.

Lumyna Investments

One of the oldest, largest and most successful Alternative UCITS providers in Europe.

Based in London, Lumyna Investments* is the management company of the $18.6bn assets under management, multi-award winning Alternative UCITS funds platform –Lumyna Funds**.

The platform was launched in 2007 with the aim of bringing best-of-breed hedge fund managers to the European market via regulated, liquid and transparent UCITS vehicles and is now offering a wide range of sub funds employing a variety of alternative and traditional investment strategies.

The UCITS platform has been consistently voted as best platform (8 times winner of Best UCITS Platform at the HFM European Hedge Fund Services Awards***) and is recognised as a leader in the delivery of Alternative UCITS funds.

* The company full legal name is Lumyna Investments Limited

** Source: Lumyna Investments Limited. Data as of 30 Aug. 2021. ***Every year, the Hedge Funds Review European Performance Awards reward genuine performance, quality and skill within the European hedge fund industry.

Generali Real Estate

Real estate investments and asset management, both equity and debt. Fully integrated real estate player, with the capabilities to cover all the steps of the asset life-cycle.

Generali Real Estate* manages its operations across the different European markets through four operating platforms: Southern Europe, Western Europe, Central and Northern Europe, Central and Eastern Europe.

*The company full legal name is Generali Real Estate S.p.A.

Sycomore Asset Management

Focus: ESG investments and sustainable performance through a range of funds investing in various asset classes.

Sycomore AM*, founded in 2001 and based in Paris, is an entrepreneurial asset management company significantly-owned by its founding partners and employees and specialised in listed company investments. Since its launch, Sycomore’s mission has been to deliver sustainable performance; this is achieved by identifying companies’ long-term levers for value creation. Sycomore AM’s expertise is driven by a field-approach and a proprietary fundamental research methodology including financial and extra-financial criteria. The firm’s 22 fund manager-analysts, including 8 ESG (Environment, Social, and Governance) specialists, assess the overall performance of a company in relation to its stakeholders: shareholders, clients, employees, suppliers, civil society and environment.

Since 2015, Sycomore AM has expanded its range of social, societal and environmental impact funds: first with Sycomore Happy@Work, focused on human capital, then Sycomore Eco Solutions, dedicated to natural capital, and most recently, Sycomore Shared Growth, specialised in societal capital.

*The company full legal name is Sycomore Asset Management

Generali Global Infrastructure

Investments with a sustainable mindset 

Generali Global Infrastructure (GGI) focuses on responsible investments with a positive impact, combining financial and extra-financial performance. GGI invest in themes strategic for society, such as energy transition, renewable energy, green mobility, digital transition and social infrastructures. These strategies, coupled with a high selectivity in the investment process, generate sustainable value over the long-term.

Plenisfer Investments

Focus on total return and global multi asset solutions with a distinctive and innovative investment process.

Plenisfer Investments* (“Plenisfer”) is the only investment boutique in Italy, and one of the few in the world, to specialise in benchmark-free portfolios built through a multi-strategy approach aimed at achieving clear and measurable goals. Plenisfer was founded in May 2019 as a joint venture between four founding partners – Giordano Lombardo, Mauro Ratto, Diego Franzin and Robert Richardson – and the Generali Group, a majority shareholder with a 1-billion-euro commitment in the company’s first fund. The four co-founders have been working together for over 20 years and have assembled a multi-disciplinary team of senior experienced investors to build a robust team-based investment process that explicitly focuses on investing by objectives. The Company is headquartered in Milan and has offices in London and Dublin. It is regulated by the Bank of Italy and CONSOB for the activity of asset management companies (SGR).

* The company full legal name is Plenisfer Investments SGR

Generali Insurance Asset Management

Capabilities in Asset Liability Management (ALM), Strategic Asset Allocation (SAA) and Capital Management.

Generali Insurance Asset Management* (GIAM) is specialized in Liability Driven (LDI) solutions, leveraging a track record of solid performance in Generali Group insurance companies portfolios and pension funds mandates. The company applies the experience and know-how it has developed over time, the in-depth understanding of clients’ liability constraints, an effective risk management approach embedded in its investment process along with a range of proprietary analysis tools developed to support LDI management.

*The company full legal name is Generali Insurance Asset Management S.p.A. Società di gestione del risparmio.

Top Management

Governance and Legal Policies

Remuneration Policy Summary 2021 Generali Insurance Asset Management SGR
14. Oktober 2021Policy
GIAM ǀ Information Document
30. September 2021Information Document
GIAM ǀ Information on the integration of sustainability in Remuneration
6. August 2021Remuneration
Engagement Policy - Generali Investments Insurance Asset Management
30. Juli 2021Policy
Top 5 Trading Venues (GIAM) - Reception and transmission of orders ("RTO")
27. April 2021PDF
Top 5 Trading Venues (GIAM)
27. April 2021PDF
GIAM Best Execution Policy
31. März 2021Best Excecution
GIAM Best Execution Policy – Annex A List of Authorized Brokers
27. Juli 2021Best Excecution
GIAM Best Execution Policy – Annex B List of Execution Venues
31. März 2021Best Excecution
GIAM Sustainability Policy and Adverse Sustainability Impact Statement
8. März 2021Sustainability Policy
GIAM - Active Ownership Report 2020
26. Februar 2021Active Ownership
GIAM - Active Ownership Report 2020 - Annex I
26. Februar 2021Active Ownership
GIAM - Active Ownership Report 2020 - Annex II
26. Februar 2021Active Ownership
Articles of association of Generali Insurance Asset Management
20. Februar 2020
GIAM ǀ Code of conduct + annexes
30. Oktober 2018Code
GIAM ǀ Conflict of Interest Policy - Extract
4. Oktober 2018Policy

Generali Investments Holding

Generali Investments Holding* guarantees a solid framework of services designed to support various asset management activities. Key elements include back office activities, organized to provide maximum efficiency; advanced reporting systems and sophisticated technological infrastructures. The company also acts as a holding company, retaining share capital in the boutiques and Generali Investments’ companies.

*The company full legal name is Generali Investments Holding S.p.A.

Top Management

Governance and Legal Policies

GIH ǀ Information on the integration of sustainability in Remuneration
10. März 2021Remuneration
GIAM ǀ Code of conduct + annexes
30. Oktober 2018Code

Generali Investments Luxembourg

Generali Investments Luxembourg* (“GIL”), part of the Generali group, is a Luxembourg based management company authorized under Chapter 15 of the Law of 17 December 2010 relating to Undertakings for Collective Investments in Transferable Securities (UCITS) as well as an Alternative investment fund manager authorized under the Law of 12 July 2013 on alternative investment fund managers. As such, it offers the overall mandatory management company services for both UCITS and AIF products.

As Management Company, GIL manages investments on an international scale leveraging on the experience and professionalism of a team of world-class investment firms, including Generali Group asset management companies and boutiques as well as other major players whose capabilities are available through its fund offerings. GIL’s activities focus on the set-up of investment funds, designing structures and strategies adapted to different situations and investors. GIL’s risk management services are adjusted to the changing market environment while financial professionals supervise the day-to-day activities of the investment vehicle. As a result the investment managers can focus on their priorities while generating growth.

Based in Luxembourg, the largest fund center in Europe and the largest international hub for fund distribution, GIL benefits from an efficient and reliable fund infrastructure. The Management Company offers a wide range of fund structures such as UCITS, real estate funds, SIFs, AIFs and non-UCITS vehicles. In addition, being based in Luxembourg, GIL is regulated by a sophisticated but pragmatic legal and regulatory framework.

*The company full legal name is Generali Investments Luxembourg S.A. 

Top Management

Governance and Legal Policies

Generali K-Europe Investment RAIF ǀ Article 10 Disclosure – EU SFDR
7. Dezember 2021PDF
GIL ǀ Investor Rights Summary
29. November 2021PDF
Complaints Handling Policy statement
12. November 2021Complaints Handling
Investor Rights Summary for Marshall Wace UCITS Funds PLC
31. August 2021PDF
Best execution statement
30. Juni 2021Best Excecution
GIL I Sustainability risk policy and principal adverse impact statement
30. Juni 2021Policy
Remuneration policy statement
1. März 2021Remuneration
Data privacy statement
31. Mai 2018Privacy
Voting rights statement
3. Juli 2017Voting Rights

Platform Benefits

Customers

● Gain access to niche investment skills

● Rely on experts selected by Generali Group based on knowledge and talent

● Benefit from long-term attractive opportunities through distinctive investment strategies

Generali

● Broadens and diversifies investment solution offer

● Invests in results-centred companies with a strong entrepreneurial drive

● Selects quality partners to maximise returns on investment

Boutiques

● Keep their investment autonomy

● Leverage Generali Group’s strength, capital, customer focus, global reach and brand

● Engage in an ecosystem ensuring consistency in the areas of risk control, audit and compliance

Generali Group: Our parent company***

MILLION CUSTOMERS

THOUSAND EMPLOYEES

COUNTRIES

IN PREMIUMS

ASSETS UNDER MANAGEMENT

AMONG THE TOP 100 SUSTAINABLE COMPANIES ****

*** Source: Generali Group, data as at 31 December 2020.

**** Source: Corporate Knights’ ranking “2020 Global 100 Most Sustainable Corporations”

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Generali Investments, all rights reserved. This website is provided by Generali Investments and is considered as a marketing communication and financial promotion related to the products and services of the following companies belonging to the Generali group: Generali Investments Partners S.p.A. Società di gestione del risparmio, Generali Insurance Asset Management S.p.A. Società di gestione del risparmio, Generali Investments Luxembourg S.A. and Generali Investments Holding S.p.A. (hereinafter jointly, Generali Investments).